STRAWBERY BANKE MUSEUM: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- STRAWBERY BANKE MUSEUM (EIN 02-0260158)
- Tax period
- 2009-04-01 to 2010-03-31
- Filed
- 2011-02-14
- IRS object ID
- 201100459349300885
- Schema version
- 2009v1.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-14T13:31:58-06:00 | Timestamp |
| Tax Period End Date | 2010-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Runyon Kersteen Ouellette | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 Long Creek Drive | AddressLine1 |
| City | South Portland | City |
| State | ME | State |
| ZIP Code | 04106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020260158 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Strawbery Banke Museum | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STRA | NameControl |
| Phone | 6034331100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 300 | AddressLine1 |
| City | Portsmouth | City |
| State | NH | State |
| ZIP Code | 038020300 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lawrence Yerdon | Name |
| Title | President | Title |
| Phone | 6034331100 | Phone |
| Date Signed | 2011-02-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas Emery | Name |
| Phone | 2077732986 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Lawrence Yerdon | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 300 | AddressLine1 |
| City | Portsmouth | City |
| State | NH | State |
| ZIP Code | 038020300 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3562066 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.strawberybanke.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | NH | StateLegalDomicile |
| Activity Or Mission Description | Visitors to Strawbery Banke have the opportunity to experience and imagine how people lived and worked in this typical American neighborhood throughout four centuries of history. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 118 | TotalNbrEmployees |
| Total Nbr Volunteers | 250 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1093769 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 799607 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 516208 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 546789 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 390385 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1134464 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 226675 | OtherRevenuePriorYear |
| Other Revenue Current Year | 270845 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2227037 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2751705 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1567030 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1312626 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 134382 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1099182 | OtherExpensePriorYear |
| Other Expenses Current Year | 822785 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2666212 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2135411 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -439175 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 616294 | RevenuesLessExpensesCY |
| Total Assets BOY | 6734161 | TotalAssetsBOY |
| Total Assets EOY | 7584318 | TotalAssetsEOY |
| Total Liabilities BOY | 358978 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 100554 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6375183 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7483764 | NetAssetsOrFundBalancesEOY |
| Mission Description | Strawbery Banke is a historic Museum about connecting with the past. Visitors to Strawbery Banke have the opportunity to experience and imagine how people lived and worked in this typical American neighborhood throughout four centuries of history. Through its restored houses, its featured exhibits, its historic landscapes and gardens, and its interpretive programs, Strawbery Banke tells the stories of the many generations who settled in the Portsmouth, NH, community from the late 17th to the mid-20th century. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1432110 | Expense |
| Revenue | 658373 | Revenue |
| Description | Strawbery Banke is an outdoor history museum in Portsmouth, New Hampshire, that preserves and interprets 400 years in a New England seaport community. As a living history museum, Strawbery Banke maintains 38 historic structures, period gardens, archaeological collections, and an extensive decorative arts collection from the period 1653 to 1958. Fourteen of the buildings are houses restored, furnished, and open to the public. The Museum is listed on the National Register of Historic Places and welcomes some 60,000 visitors a year.The daily program was focused on strengthening our costumed roleplayer program at the Marden-Abbott House, Shapiro House and Goodwin Mansion. In conjunction with this, visitors also witnessed a boost in the food history program through its expansion in the Wheelwright and Shapiro Houses.Visitors again enjoyed various events throughout the year including the July 4th, An American Celebration, Community Day, NH Fall Festival, Ghosts on the Banke trick-or-treat, and the Candlelight Stroll. To assist with these events and other activities throughout the season, close to 300 volunteers came to support the museum. Summer 2009 saw a host of fully subscribed summer camp programs, serving the local audience ages 6 to 16. The Education Department was also very busy serving some 10,000 school children with the popular Time Travel Workshops, Thanksgiving programs, and self-guided tours. | Description |
| Total Program Service Expense | 1432110 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 118 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Walzak | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6034331100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 300 | AddressLine1 |
| City | Portsmouth | City |
| State | NH | State |
| ZIP Code | 038020300 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Martha fuller clark | ||||||
| Chair | 2.00 | X | X | 0 | 0 | 0 |
| Cynthia H Harvell | ||||||
| Vice Chair | 2.00 | X | X | 0 | 0 | 0 |
| Jeffrey D Gilbert | ||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 |
| Patsy Ostrander | ||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 |
| Larry Benedict | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Michelle Firmbach-Nadeau | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Michael Hanlon | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Donald Hare | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Scott E Pueschel | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Richard D Schubart | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Zachary E Slater | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Janet L Stevens | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Leslie Mast | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Dean W Howells | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Katherine Kane | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Mary Susan Leahy | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Gordon F McClure | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Bruce D Montgomery | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Paul Peltier | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Lawrence Yerdon | ||||||
| President | 37.00 | X | 97361 | 0 | 8628 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 97361 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8628 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 87948 | MembershipDues |
| Fundraising Events | 10500 | FundraisingEvents |
| All Other Contributions | 701159 | AllOtherContributions |
| Noncash Contributions | 5292 | NoncashContributions |
| Total Contributions | 799607 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| admission income | 900099 | 291433 | 291433 | |
| educational programs | 900099 | 126243 | 126243 | |
| Program Events | 900099 | 125234 | 125234 | |
| food service | 900099 | 3879 | $3,879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 546789 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 194247 | TotalRevenueColumn |
| Exclusion | $194,247 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 218864 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 77385 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 141479 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 141479 | TotalRevenueColumn |
| Exclusion | $141,479 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 981602 | Securities |
| Other | 553425 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 483484 | Securities |
| Other | 111326 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 498118 | Securities |
| Other | 442099 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 940217 | TotalRevenueColumn |
| Exclusion | $940,217 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 22070 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10500 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 8167 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13903 | TotalRevenueColumn |
| Exclusion | $13,903 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 237949 | GrossSalesOfInventory |
| Cost Of Goods Sold | 129999 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 107950 | TotalRevenueColumn |
| Related Or Exempt Function Income | 107950 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 7513 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7513 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 7513 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2751705 | TotalRevenueColumn |
| Related Or Exempt Function Income | 658373 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,293,725 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87414 | Total |
| Program Services | 29138 | ProgramServices |
| Management And General | 29138 | ManagementAndGeneral |
| Fundraising | 29138 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1021272 | Total |
| Program Services | 707027 | ProgramServices |
| Management And General | 239194 | ManagementAndGeneral |
| Fundraising | 75051 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11256 | Total |
| Program Services | 7673 | ProgramServices |
| Management And General | 3291 | ManagementAndGeneral |
| Fundraising | 292 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105065 | Total |
| Program Services | 65753 | ProgramServices |
| Management And General | 31408 | ManagementAndGeneral |
| Fundraising | 7904 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87619 | Total |
| Program Services | 56956 | ProgramServices |
| Management And General | 22437 | ManagementAndGeneral |
| Fundraising | 8226 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29916 | Total |
| Management And General | 29916 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25006 | Total |
| Management And General | 25006 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20186 | Total |
| Management And General | 20186 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38048 | Total |
| Management And General | 38048 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65013 | Total |
| Program Services | 62170 | ProgramServices |
| Management And General | 249 | ManagementAndGeneral |
| Fundraising | 2594 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81563 | Total |
| Program Services | 63676 | ProgramServices |
| Management And General | 12170 | ManagementAndGeneral |
| Fundraising | 5717 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6590 | Total |
| Program Services | 3361 | ProgramServices |
| Management And General | 3229 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96126 | Total |
| Program Services | 96126 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6786 | Total |
| Program Services | 5214 | ProgramServices |
| Management And General | 1465 | ManagementAndGeneral |
| Fundraising | 107 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15993 | Total |
| Management And General | 15993 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7049 | Total |
| Management And General | 7049 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78701 | Total |
| Program Services | 78701 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66124 | Total |
| Management And General | 66124 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Event Expenses | 105004 | 105004 | ||
| maintenance | 80468 | 68983 | 11485 | |
| program expenses | 78149 | 78149 | ||
| miscellaneous | 11626 | 4179 | 7447 | |
| Membership | 6222 | 3939 | 2283 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4215 | Total |
| Management And General | 1145 | ManagementAndGeneral |
| Fundraising | 3070 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2135411 | Total |
| Program Services | 1432110 | ProgramServices |
| Management And General | 568919 | ManagementAndGeneral |
| Fundraising | 134382 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287982 | BOY |
| EOY | 155865 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 429927 | BOY |
| EOY | 327455 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319867 | BOY |
| EOY | 234707 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5548 | BOY |
| EOY | 3281 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82454 | BOY |
| EOY | 101842 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16780 | BOY |
| EOY | 14653 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4339156 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1936005 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2507131 | BOY |
| EOY | 2403151 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2593319 | BOY |
| EOY | 3768645 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 491153 | BOY |
| EOY | 574719 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6734161 | BOY |
| EOY | 7584318 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76672 | BOY |
| EOY | 69864 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32306 | BOY |
| EOY | 30690 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250000 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 358978 | BOY |
| EOY | 100554 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2476172 | BOY |
| EOY | 3569831 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597085 | BOY |
| EOY | 476309 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3301926 | BOY |
| EOY | 3437624 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6375183 | BOY |
| EOY | 7483764 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6734161 | BOY |
| EOY | 7584318 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1705627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1694030 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2437175 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1093769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 799607 | CurrentTaxYear |
| Total | 7730208 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1705627 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1694030 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2437175 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1093769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 799607 | CurrentTaxYear |
| Total | 7730208 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1226254 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6503954 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 285055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 345281 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 341042 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 287470 | CurrentTaxYearMinus1Year |
| Current Tax Year | 413111 | CurrentTaxYear |
| Total | 1671959 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12195 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16763 | CurrentTaxYearMinus3Years |
| Total | 28958 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9431125 | TotalSupport |
| Gross Receipts From Admissions Etc | 4151936 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72520 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Schedule A, Part II, Line 10, Explanation of Other Income: miscellaneous Receipts | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Historic Structure | X | HistoricStructure |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 1.00 | StaffHoursSpentOnEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2812102 | BeginningOfYearBalance |
| Contributions | 152132 | Contributions |
| Investment Earnings Or Losses | 927108 | InvestmentEarningsOrLosses |
| Other Expenditures | 727984 | OtherExpenditures |
| End Of Year Balance | 3163358 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4039797 | BeginningOfYearBalance |
| Contributions | 173910 | Contributions |
| Investment Earnings Or Losses | -921341 | InvestmentEarningsOrLosses |
| Other Expenditures | 480264 | OtherExpenditures |
| End Of Year Balance | 2812102 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.15000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 215331 | OtherCostOrOtherBasis |
| Book Value | 215331 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3122117 | OtherCostOrOtherBasis |
| Depreciation | 991354 | Depreciation |
| Book Value | 2130763 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1001708 | OtherCostOrOtherBasis |
| Depreciation | 944651 | Depreciation |
| Book Value | 57057 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2403151 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | beneficial interest in trust funds held by the nh charitable foundation | Description |
| Book Value | 574719 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 574719 | TotalBookValueOtherAssets |
| Total Revenue | 2751705 | TotalRevenue |
| Total Expenses | 2135411 | TotalExpenses |
| Excess Or Deficit For Year | 616294 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 408721 | NetUnrealizedGLOnInvestments |
| Other | $83,566 | OtherAmount |
| Total Adjustments | 492287 | TotalAdjustments |
| Excess Or Deficit Per FS | 1108581 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3451552 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 408721 | NetUnrealizedGainsInvestments |
| Other Revenues | 215551 | OtherRevenues |
| Revenue Not Rptd F990 | 624272 | RevenueNotRptdF990 |
| Revenue Subtotal | 2827280 | RevenueSubtotal |
| Other Revenues Not Included | -75575 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -75575 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2751705 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2342971 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 215551 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 215551 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2127420 | ExpensesSubtotal |
| Other Expenses Not Included | 7991 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 7991 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2135411 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part II, Line 9: | Description of How Organization Reports Conservation Easements: | Preservation easement held by Strawbery Banke is not included in the organization's financial statements. |
| Part III, Line 1a: | As permitted by GAAP, the Museum has elected not to capitalize it's collections, the following disclosures are included in the Museum's financial statements. The insured value of the collection objects and buildings at March 31, 2010 was $11,161,071. "In conformity with the practice followed by many museums, the collections of books, manuscripts, furniture, and other objects, and historical buildings purchased and donated are not included in the statements of financial position. The Museum employs a curator to ensure that its historical buildings and collections are protected and preserved. Purchases of collection items are included in other charges in the statements of activities as a change in net assets. Contributed collection items are not reflected in the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset classes." "Buildings related to the preservation and/or educational mission of the Museum are classified as part of the collection and, as described in the preceding paragraph, are not capitalized as assets in the statements of financial position." | |
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | To provide investment income and gains to further various activities of the Museum. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | Effective April 1, 2009, the Museum adopted the provisions of Accounting for Uncertainty in Income Taxes as provided for in the Income Taxes topic of the FASB Accounting Standards Codification. This statement clarifies the criteria that an individual tax position must satisfy for some or all of the benefits of that position to be recognized in an entity's financial statements. It also prescribes a recognition threshold of more likely-than-not, and a measurement attribute for all tax positions taken or expected to be taken on a tax return, in order for those tax positions to be recognized in the financial statements. There was no cumulative effect on the Museum's financial statements related to the adoption of these provisions, and no interest or penalties related to uncertain tax positions were accrued. The Museum is currently open to audit under the statute of limitations by the Internal Revenue Service and state taxing authorities for the years ended March 31, 2007 through 2010. |
| Part XI, Line 8 - Other Adjustments: | change in value of beneficial interest in perpetual trust: 83566. | |
| Part XII, Line 2d - Other Adjustments: | Cost of Sales: 129999. Special Event Expenses: 8167. Rental Expenses: 77385. | |
| Part XII, Line 4b - Other Adjustments: | SBM History Book revenues: 7991. Change in Value of beneficial interest in trust funds: -83566. | |
| Part XIII, Line 2d - Other Adjustments: | Cost of Sales: 129999. Special Events Expenses: 8167. Rental Expenses: 77385. | |
| Part XIII, Line 4b - Other Adjustments: | SBM History Book Revenues: 7991. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Auction | NameOfEvent1 |
| Gross Receipts Event1 | 32570 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 22070 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8167 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 32570 | GrossReceiptsTotal |
| Charitable Contributions Total | 10500 | CharitableContributionsTotal |
| Gross Revenue Total Events | 22070 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 8167 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 8167 | DirectExpenseSummaryEvents |
| Net Income Summary | 13903 | NetIncomeSummary |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mary Susan Leahy | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee of Strawbery Banke. | Relationship |
| Amount Of Transaction | 19180 | AmountOfTransaction |
| Description Of Transaction | Mary Susan Leahy is an associate at the law firm McLane, Graf, Raulerson & Middleton Professional Associates, which conducted various fee for service business transactions for the Museum during the year. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | A draft of the Form 990 was provided to each trustee to review prior to the February 15th filing deadline, and to make any changes as deemed necessary. |
| Form 990, Part VI, Section B, line 12c | The Museum requires all employees and board members to fill out an annual conflict of interest disclosure form. Forms are reviewed periodically and any potential conflicts of interests will be dealt with on a case by case basis in order to stay compliant with policy. |
| Form 990, Part VI, Section B, line 15a | Upon initial hiring of the Executive Director, comparability data and an independent research firm was used for determination of initial salary. Thereafter, the Executive Director is evaluated annually by the Board of Trustees, at which time they approve a compensation level for the upcoming year. |
| Form 990, Part VI, Section C, line 19 | The Museum's governing documents, conflict of interest policy and financial statements are available to the public upon request at their administrative offices in Portsmouth, New Hampshire. |
| Form 990, Part XI, Line 2C: Audit Oversight & Selection of Auditor: | The process has not changed. |
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